Valmark Financial Group turns dark data into advisor agility with Box Extract

Valmark Financial Group, an independent broker-dealer and registered investment advisor serving roughly 400 advisors, adopted Box Intelligent Content Management to modernize its handling of large volumes of sensitive financial documents. Its former on-premises system left important information locked in PDFs and required analysts to manually enter data from complex insurance policy illustrations, while advisors spent significant time searching dense records. By migrating departments to Box and adding Box AI tools, including automated extraction, AI-powered search, custom AI agents, and Microsoft Dynamics integration, Valmark increased annual data extraction from about 4,000 to more than 240,000 data points and reduced some manual tasks by up to 48 hours. The platform also enables advisors to obtain cited answers across documents, supports compliance and access controls, and allows staff to focus more on analysis and client service rather than repetitive data entry.

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